This story was originally published on Manufacturing Dive. To receive daily news and insights, subscribe to our free daily Manufacturing Dive newsletter. Dive Brief: Applied Materials reported $7.01 billion in Q1 revenue, above the midpoint of its guided range, citing increased demand for leading-edge logic, high-bandwidth memory and advanced packaging. The semiconductor systems segment achieved record DRAM revenue, the company said in a press release. Applied Materials is planning to launch more th ...

Meta Platforms' big capex increase bodes well for this Nvidia cloud partner.Meta Platforms (META +1.69%) has been pushing the envelope in the field of artificial intelligence (AI), integrating the technology across its advertising and social media offerings, apart from offering consumer-facing AI tools such as chatbots for businesses.However, the company's AI push comes at a sizable cost. Meta is on track to incur $115 billion to $135 billion in capital expenses this year, an increase of almost 74% over las ...

WISeKey International’s subsidiary SEALSQ and Quobly have agreed to discontinue talks concerning a potential majority investment or acquisition of Quobly by SEALSQ. Both companies announced the decision, stating they will instead consider a minority investment option. This prospect will be revisited once Quobly launches its Series A financing round. The move follows a joint assessment that a minority investment aligns more closely with current trends in quantum computing funding in France. SEALSQ devel ...

摩尔线程MTTS5000是专为大模型训练、推理及高性能计算而设计的全功能GPU智算卡，基于第四代 MUSA架构"平湖"打造。其单卡AI稠密算力最高可达1000TFLOPS，完整支持从FP8到FP64的全精度计 算。 公司SimOne4.0和摩尔线程MTTS5000GPU的成功适配，为智能驾驶行业生态(包括主机厂、一级供应 商、检测机构等)提供了完整的国产化解决方案，证明了国产GPU进入了自动驾驶高精度、高负载任务 的阶段。与此同时，2026年新版《道路机动车辆生产企业准入审查要求》对机动车生产准入审查升级， 要求智能驾驶相关车企必须具备仿真、封闭场地、实际道路三类验证能力，并拥有安全性评估能力。高 阶智能驾驶车进入量产的同时，仿真测试正在成为智能驾驶车上路前的刚需。 格隆汇2月23日丨五一视界(06651.HK)公告，近日，51Sim下一代智能驾驶与机器人仿真平台SimOne4.0 已成功完成在摩尔线程MTTS5000GPU上的系统性适配与深度优化，从大模型感知挖掘、4DGS模型训 练到4DGS仿真推理和合成数据生成，全面支撑端到端、VLA和世界模型等多条智驾技术路线的量产落 地，进而扩展至机器人等具身智能领 ...

Well, welcome back. Now, a look where markets ended the week after we did get some key economic data on Friday, giving us the first read on fourth quarter GDP, coming in at 1.4%. That was far below the range of expectations, which called for growth of 3%.But remember, we had a 43-day government shutdown during the quarter. We also got the Federal Reserve's preferred measure of inflation. The December PCE index came in slightly hotter than expected at up 4/10en of a percent compared to expectations of 310en ...

Bitcoin’s price fell 3% on Monday to just under $65,000 after $434 million in long positions were liquidated amid fresh market uncertainty. The losses followed signals from White House officials on Sunday that indicated that previously negotiated trade agreements would remain intact, despite a Supreme Court decision invalidating US President Donald Trump’s use of emergency powers to impose global tariffs. In a social media post on Saturday, Trump said he’d raise the global tariff rate from 10% to 15%, j ...

High-profile billionaire money managers are selling shares of artificial intelligence (AI) titan Nvidia -- and profit-taking may not tell the whole story.You might not realize it, but one of the most important data releases of the entire quarter took place last week. Feb. 17 marked the filing deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC).A 13F provides a concise snapshot of the stocks Wall Street' ...

Mostly a narrative that we can see out there is a weaker dollar right across the board and with some of the Asian currencies performing strongly, but not just those over here, but also European currencies too. Secondary. We've got futures lower again for US stocks today, and I think that that gives you that sort of impression that all of this is creating just a real sense of uncertainty at the moment.What is Trump going to do exactly. He's changing his mind every 5 minutes. That's not very good for long ter ...

The S&P 500 (SNPINDEX: ^GSPC) is the benchmark for the U.S. stock market. It has advanced less than 1% year to date. The MSCI ACWI ex U.S. Index is a benchmark for the global stock market (excluding U.S. equities). It has returned 10% year to date. The S&P 500 has not lagged the MSCI ACWI ex US Index by such a wide margin at this point in any year since 1995, according to Kevin Gordon, head of macro research and strategy at Charles Schwab. Will AI create the world's first trillionaire? Our team just rele ...

Core Viewpoint - The upcoming financial reports from Nvidia and Salesforce are anticipated to provide critical insights into the current state of the AI revolution and its implications for the stock market, particularly for SaaS stocks and AI-related technologies [2][13]. Nvidia - Nvidia has experienced a remarkable stock increase of 1,200% since early 2023, driven by the demand for its GPUs, which are essential for running AI models in data centers [4]. - The company's third-quarter revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase, with diluted EPS rising 67% to $1.30 [5]. - Nvidia's management forecasts record revenue of $65 billion for Q4, representing a 65% growth, with adjusted EPS expected to be $1.45, an increase of 63% [5]. - Nvidia constitutes approximately 7.4% of the S&P 500, indicating that its performance can significantly influence the index's movement [6]. Salesforce - Salesforce's stock has declined by 30% since the start of 2026 due to fears that advancements in AI could diminish demand for its SaaS offerings [8]. - For its fiscal 2026 third quarter, Salesforce reported revenue of $10.3 billion, a 9% year-over-year increase, and EPS of $2.20, up 38% [9]. - The company's remaining performance obligation (RPO) grew 12% to $59.5 billion, suggesting strong future demand as RPO growth outpaces revenue growth [9]. - Salesforce is forecasting Q4 revenue of $11.2 billion, indicating an 11% growth, although heavy investments in AI-related tools are expected to reduce EPS by 15% [10]. - Despite its small weighting of 0.28% in the S&P 500, Salesforce's results are viewed as a bellwether for the overall SaaS market [11]. Market Sentiment - There is a prevailing concern among investors regarding the potential decline of SaaS stocks due to AI advancements, termed the "SaaSpocalyse" [8]. - However, Nvidia's CEO Jensen Huang suggests that fears of AI replacing existing software solutions may be exaggerated, arguing that AI will likely enhance rather than replace current software offerings [14].